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You are here: Manager factsheet

Richard Peirson

St. Jamess Place UT Group Ltd
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have tended to be relatively better in a rising market.
Manager profile
Richard joined AXA Investment Managers in 1994 and is responsible for the management of a number of pension funds, charities and unit trusts. He is lead manager for the AXA Framlington Managed Balanced Fund. Prior to this, he worked briefly as a computer consultant at Arthur Andersen before moving to the City in 1972. From 1975 he worked at Carr Sebag with private clients, moving with the business to Grieveson Grant and then Kleinwort Benson in 1986. From 1991 he was head of UK Active Management and Equity Research, being responsible for both institutional and retail portfolios. He was a member of the KBIM policy committee and an investment trust director. Richard graduated from the University of Liverpool in 1970 with a degree in Computational and Statistical Science.
Total return for Richard Peirson
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
Quartile 1
Quartile 2
Quartile 3
Quartile 4
Discrete calendar year performance : Richard Peirson

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Richard Peirson 16.3 -2.3 9.2 7.1 14.5 0.9 8.9 29.9 -26.2 -12.1
Peer Group Composite 16.8 -2.7 10.7 4.3 14.0 -2.2 6.4 28.7 -23.1 -10.4
Over / Under -0.5 0.4 -1.5 2.8 0.5 3.1 2.5 1.2 -3.1 -1.7
Performance vs peer group composite: Richard Peirson
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 6
Falling markets
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Balanced Managed Lead manager IA Unclassified since Apr 06 2010 to present
Funds managed previously
Fund Periods
AXA Framlington Managed Balanced since Mar 01 1994 to Jan 31 2017
AXA Framlington Financial since Apr 01 1994 to Jan 31 2011
Framlington Income & Capital since Mar 01 1994 to fund close
AXA Framlington UK Select Opportunities since Jun 01 2000 to Sep 08 2002
AXA Framlington Managed Dist since Oct 20 2003 to fund close
AXA Sterling Gilt since May 14 2003 to Apr 30 2004
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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